Add or remove participants from a current review cycle
This article is intended for administrators.
- 👥 Add participants
- 👋 Delete participants
- 👀 Notifications
- 📩 How do I import employees into an ongoing campaign?
👥 Add participants
You can add participants to an existing review cycle at any time.
To do this, Reviews > Campaigns > "Review cycle X" > Add.
It is also possible from this window to do a mass addition of participants via a csv file : Importing employees in bulk into a campaign.
👋 Delete participants
You can delete a participant from a running review cycle.
To do this, Reviews > "Campaign X" > Participants > Remove from cycle :
⚠️ Warning : This action is irreversible. Once a participant is removed from a review cycle, their review data cannot be restored. The employee and his/her manager will then be notified by e-mail.
👀 Notifications
Employee side
Manager side
📩 How do I import employees into an ongoing campaign?
The file must be in csv format + include an "email" column. If you use a username/userID on Elevo, then this column must also be added to the file.
You therefore have two options:
- Use the User database file available for export from the Users tab on Elevo,
- Use the following template, available in several formats:
- Generic template (All users have an email address)
- Specific template for accounts with username: (Some users don't have an email address but do have a username.)
Importing participants during an ongoing campaign is possible via the campaign management screen.
Go to Campaigns > relevant campaign, then click on "Add" under the number of participants. The import will be performed via the displayed window, and always with the same file template.